Long Run Wealth Advisors

Lake Placid, NYfiles as Long Run Wealth Advisors, LLC

$531m in 106 US stocks at the end of 31 December 2025. The top 10 are 52.3% of the money. It changed about 2.2% of the portfolio this quarter.

Value

$531m

Stocks

106

Top 10 share

52.3%

Turnover

2.2%

What changed this quarter

New

Bought for the first time this quarter.

UnileverUL
0.3% of the fund
Vanguard Intl Equity Index FVEU
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRUSIG
11.7% of the fund
+2%
First TR Exchange-Traded FDFTCB
8.9% of the fund
+3%
Ishares TRIEFA
6.3% of the fund
+5%
Select Sector Spdr TRXLK
6.1% of the fund
+4%
Vanguard Whitehall FDSVYM
4.2% of the fund
+3%
Ishares TREFV
3.5% of the fund
+4%
Select Sector Spdr TRXLV
3.3% of the fund
+2%
IsharesIEMG
2.9% of the fund
+5%
Select Sector Spdr TRXLF
2.8% of the fund
+6%
First TR Exchange-Traded FDLMBS
2.6% of the fund
+3%
Select Sector Spdr TRXLI
2.3% of the fund
+5%
NvidiaNVDA
1.9% of the fund
+5%
Select Sector Spdr TRXLC
1.7% of the fund
+6%
Ishares TRIJH
1.7% of the fund
+2%
Select Sector Spdr TRXLE
1.5% of the fund
+6%
Spdr Series TrustPSK
1.4% of the fund
+7%
MicrosoftMSFT
1.2% of the fund
+2%
Wisdomtree TRDON
1.1% of the fund
+4%
Select Sector Spdr TRXLP
1.1% of the fund
+6%
JPMorgan ChaseJPM
1.1% of the fund
+3%
Select Sector Spdr TRXLY
1.0% of the fund
+5%
Vanguard Index FDSVTI
0.9% of the fund
+2%
NXP SemiconductorsNXPI
0.7% of the fund
+4%
Ishares TRIXN
0.7% of the fund
+6%
Ishares TRAGG
0.6% of the fund
+2%

Cut

Sold some of their stake.

Spdr Series TrustBILS
2.0% of the fund
-11%
Spdr Series TrustBIL
1.2% of the fund
-2%
AlphabetGOOG
1.0% of the fund
-2%
AmetekAME
0.2% of the fund
-2%
WalmartWMT
0.1% of the fund
-3%
Proshares TRTQQQ
<0.1% of the fund
-8%
Coca-ColaKO
<0.1% of the fund
-4%
AstrazenecaAZN
<0.1% of the fund
-4%
Meta PlatformsMETA
<0.1% of the fund
-3%
Home DepotHD
<0.1% of the fund
-4%
Procter & GamblePG
<0.1% of the fund
-8%
McDonald'sMCD
<0.1% of the fund
-4%
Origin Materials
<0.1% of the fund
-3%

Sold out

Sold their entire stake.

Unilever
-100%
FiservFISV
-100%
GarminGRMN
-100%
Williams CompaniesWMB
-100%
Emeren Group
-100%

Holdings

Ishares TRUSIG
Share
11.7%
Value
$62m
Shares
1,195,107
+2%
First TR Exchange-Traded FDFTCB
Share
8.9%
Value
$47m
Shares
2,231,568
+3%
Ishares TRIEFA
Share
6.3%
Value
$33m
Shares
371,738
+5%
Select Sector Spdr TRXLK
Share
6.1%
Value
$33m
Shares
226,428
+4%
Vanguard Whitehall FDSVYM
Share
4.2%
Value
$22m
Shares
156,215
+3%
Ishares TREFV
Share
3.5%
Value
$18m
Shares
258,023
+4%
Select Sector Spdr TRXLV
Share
3.3%
Value
$17m
Shares
112,814
+2%
IsharesIEMG
Share
2.9%
Value
$15m
Shares
228,541
+5%
Select Sector Spdr TRXLF
Share
2.8%
Value
$15m
Shares
273,007
+6%
First TR Exchange-Traded FDLMBS
Share
2.6%
Value
$14m
Shares
279,354
+3%
Select Sector Spdr TRXLI
Share
2.3%
Value
$12m
Shares
79,606
+5%
Ishares TRIJR
Share
2.2%
Value
$12m
Shares
97,584
Held
Spdr Series TrustBILS
Share
2.0%
Value
$10m
Shares
105,026
-11%
NvidiaNVDA
Share
1.9%
Value
$10m
Shares
53,549
+5%
Select Sector Spdr TRXLC
Share
1.7%
Value
$9m
Shares
78,137
+6%
Ishares TRIJH
Share
1.7%
Value
$9m
Shares
136,294
+2%
Select Sector Spdr TRXLE
Share
1.5%
Value
$8m
Shares
175,967
+6%
AppleAAPL
Share
1.4%
Value
$8m
Shares
28,220
Held
Spdr Series TrustPSK
Share
1.4%
Value
$7m
Shares
229,950
+7%
Vanguard Index FDSVOO
Share
1.3%
Value
$7m
Shares
11,272
Held
MicrosoftMSFT
Share
1.2%
Value
$7m
Shares
13,557
+2%
Spdr Series TrustBIL
Share
1.2%
Value
$6m
Shares
67,854
-2%
Wisdomtree TRDON
Share
1.1%
Value
$6m
Shares
115,814
+4%
Select Sector Spdr TRXLP
Share
1.1%
Value
$6m
Shares
76,017
+6%
JPMorgan ChaseJPM
Share
1.1%
Value
$6m
Shares
18,175
+3%
AlphabetGOOG
Share
1.0%
Value
$5m
Shares
17,247
-2%
State STR Spdr S&P 500 ETF TSPY
Share
1.0%
Value
$5m
Shares
7,786
Held
Ishares TRESGU
Share
1.0%
Value
$5m
Shares
35,182
Held
Select Sector Spdr TRXLY
Share
1.0%
Value
$5m
Shares
43,722
+5%
Vanguard Index FDSVTI
Share
0.9%
Value
$5m
Shares
14,199
+2%
Amazon.comAMZN
Share
0.9%
Value
$5m
Shares
19,883
Held
Wells Fargo & CompanyWFC
Share
0.8%
Value
$4m
Shares
46,407
Held
ChubbCB
Share
0.8%
Value
$4m
Shares
13,791
Held
Ishares TRSUSA
Share
0.8%
Value
$4m
Shares
28,940
Held
Toll BrothersTOL
Share
0.7%
Value
$4m
Shares
28,877
Held
Ishares TRIDGT
Share
0.7%
Value
$4m
Shares
45,769
Held
NXP SemiconductorsNXPI
Share
0.7%
Value
$4m
Shares
17,757
+4%
Boston ScientificBSX
Share
0.7%
Value
$4m
Shares
40,224
Held
Palo Alto NetworksPANW
Share
0.7%
Value
$4m
Shares
19,926
Held
Ishares TRSUSC
Share
0.7%
Value
$4m
Shares
156,770
Held
Ishares TREAGG
Share
0.7%
Value
$4m
Shares
76,527
Held
Ishares TRIXN
Share
0.7%
Value
$4m
Shares
34,280
+6%
Ishares TRAGG
Share
0.6%
Value
$3m
Shares
30,850
+2%
Ishares TRESGD
Share
0.4%
Value
$2m
Shares
22,456
+2%
Morgan StanleyMS
Share
0.4%
Value
$2m
Shares
11,597
+4%
BroadcomAVGO
Share
0.4%
Value
$2m
Shares
5,937
+3%
Spdr Series TrustSDY
Share
0.4%
Value
$2m
Shares
14,212
Held
International Business MachinesIBM
Share
0.4%
Value
$2m
Shares
6,666
Held
United Parcel ServiceUPS
Share
0.4%
Value
$2m
Shares
18,856
Held
Prudential FinancialPRU
Share
0.3%
Value
$2m
Shares
15,940
Held
CorningGLW
Share
0.3%
Value
$2m
Shares
20,325
Held
Clearway EnergyCWEN
Share
0.3%
Value
$2m
Shares
55,138
Held
PfizerPFE
Share
0.3%
Value
$2m
Shares
69,160
Held
AT&TT
Share
0.3%
Value
$2m
Shares
67,675
+4%
Hewlett Packard EnterpriseHPE
Share
0.3%
Value
$2m
Shares
69,810
+3%
Invesco QQQ TRQQQ
Share
0.3%
Value
$2m
Shares
2,633
Held
Texas InstrumentsTXN
Share
0.3%
Value
$2m
Shares
9,265
+5%
Crown CastleCCI
Share
0.3%
Value
$2m
Shares
17,723
+2%
UnileverUL
Share
0.3%
Value
$2m
Shares
24,048
New
ExxonMobil HoldingsXOM
Share
0.3%
Value
$1m
Shares
12,284
Held
Ishares TRIVV
Share
0.3%
Value
$1m
Shares
1,971
Held
Ishares TRICSH
Share
0.2%
Value
$1m
Shares
24,882
+5%
Berkshire HathawayBRK-B
Share
0.2%
Value
$1m
Shares
2,381
Held
Vanguard BD Index FDSBND
Share
0.2%
Value
$1m
Shares
15,509
Held
Ishares TRDSI
Share
0.2%
Value
$1m
Shares
8,322
Held
Ishares TRCRBN
Share
0.2%
Value
$1m
Shares
4,553
Held
Philip Morris InternationalPM
Share
0.2%
Value
$996,755
Shares
6,214
+47%
AmetekAME
Share
0.2%
Value
$844,140
Shares
4,112
-2%
Ishares TRESML
Share
0.2%
Value
$839,704
Shares
18,262
Held
Vanguard Star FDSVXUS
Share
0.1%
Value
$778,974
Shares
10,326
+18%
Ishares TRGOVT
Share
0.1%
Value
$709,101
Shares
30,797
+41%
WalmartWMT
Share
0.1%
Value
$703,651
Shares
6,316
-3%
Ishares TREFA
Share
0.1%
Value
$590,566
Shares
6,150
+10%
VisaV
Share
0.1%
Value
$582,218
Shares
1,660
Held
Ishares TRNYF
Share
0.1%
Value
$565,004
Shares
10,559
Held
Bloom EnergyBE
Share
0.1%
Value
$547,233
Shares
6,298
Held
Ishares TRITOT
Share
<0.1%
Value
$503,190
Shares
3,384
+19%
TeslaTSLA
Share
<0.1%
Value
$474,005
Shares
1,054
+49%
Eli LillyLLY
Share
<0.1%
Value
$457,556
Shares
426
+52%
Altria GroupMO
Share
<0.1%
Value
$431,512
Shares
7,484
Held
IsharesESGE
Share
<0.1%
Value
$425,240
Shares
9,627
Held
Proshares TRTQQQ
Share
<0.1%
Value
$406,366
Shares
7,708
-8%
SalesforceCRM
Share
<0.1%
Value
$388,929
Shares
1,468
+3%
Invesco Exchange Traded FD TRSP
Share
<0.1%
Value
$377,240
Shares
1,969
Held
Sun Life FinancialSLF
Share
<0.1%
Value
$351,151
Shares
5,627
Held
ChevronCVX
Share
<0.1%
Value
$347,014
Shares
2,277
+11%
Fidelity Covington TrustFTEC
Share
<0.1%
Value
$327,865
Shares
1,459
+3%
Vanguard BD Index FDSBLV
Share
<0.1%
Value
$324,307
Shares
4,665
Held
Coca-ColaKO
Share
<0.1%
Value
$302,104
Shares
4,321
-4%
AlphabetGOOGL
Share
<0.1%
Value
$298,758
Shares
954
Held
AstrazenecaAZN
Share
<0.1%
Value
$297,878
Shares
3,240
-4%
Meta PlatformsMETA
Share
<0.1%
Value
$278,333
Shares
422
-3%
NisourceNI
Share
<0.1%
Value
$270,618
Shares
6,480
Held
Vanguard Whitehall FDSVYMI
Share
<0.1%
Value
$265,588
Shares
2,951
+3%
AbbVieABBV
Share
<0.1%
Value
$263,543
Shares
1,153
Held
CitigroupC
Share
<0.1%
Value
$259,799
Shares
2,226
Held
General ElectricGE
Share
<0.1%
Value
$239,337
Shares
777
Held
Home DepotHD
Share
<0.1%
Value
$226,522
Shares
658
-4%
Procter & GamblePG
Share
<0.1%
Value
$219,598
Shares
1,532
-8%
Principal Financial GroupPFG
Share
<0.1%
Value
$219,460
Shares
2,488
Held

Company	Share of fund	Value	Shares	Change
Ishares TRUSIG	11.7%	$62m	1,195,107	+2%
First TR Exchange-Traded FDFTCB	8.9%	$47m	2,231,568	+3%
Ishares TRIEFA	6.3%	$33m	371,738	+5%
Select Sector Spdr TRXLK	6.1%	$33m	226,428	+4%
Vanguard Whitehall FDSVYM	4.2%	$22m	156,215	+3%
Ishares TREFV	3.5%	$18m	258,023	+4%
Select Sector Spdr TRXLV	3.3%	$17m	112,814	+2%
IsharesIEMG	2.9%	$15m	228,541	+5%
Select Sector Spdr TRXLF	2.8%	$15m	273,007	+6%
First TR Exchange-Traded FDLMBS	2.6%	$14m	279,354	+3%
Select Sector Spdr TRXLI	2.3%	$12m	79,606	+5%
Ishares TRIJR	2.2%	$12m	97,584	Held
Spdr Series TrustBILS	2.0%	$10m	105,026	-11%
NvidiaNVDA	1.9%	$10m	53,549	+5%
Select Sector Spdr TRXLC	1.7%	$9m	78,137	+6%
Ishares TRIJH	1.7%	$9m	136,294	+2%
Select Sector Spdr TRXLE	1.5%	$8m	175,967	+6%
AppleAAPL	1.4%	$8m	28,220	Held
Spdr Series TrustPSK	1.4%	$7m	229,950	+7%
Vanguard Index FDSVOO	1.3%	$7m	11,272	Held
MicrosoftMSFT	1.2%	$7m	13,557	+2%
Spdr Series TrustBIL	1.2%	$6m	67,854	-2%
Wisdomtree TRDON	1.1%	$6m	115,814	+4%
Select Sector Spdr TRXLP	1.1%	$6m	76,017	+6%
JPMorgan ChaseJPM	1.1%	$6m	18,175	+3%
AlphabetGOOG	1.0%	$5m	17,247	-2%
State STR Spdr S&P 500 ETF TSPY	1.0%	$5m	7,786	Held
Ishares TRESGU	1.0%	$5m	35,182	Held
Select Sector Spdr TRXLY	1.0%	$5m	43,722	+5%
Vanguard Index FDSVTI	0.9%	$5m	14,199	+2%
Amazon.comAMZN	0.9%	$5m	19,883	Held
Wells Fargo & CompanyWFC	0.8%	$4m	46,407	Held
ChubbCB	0.8%	$4m	13,791	Held
Ishares TRSUSA	0.8%	$4m	28,940	Held
Toll BrothersTOL	0.7%	$4m	28,877	Held
Ishares TRIDGT	0.7%	$4m	45,769	Held
NXP SemiconductorsNXPI	0.7%	$4m	17,757	+4%
Boston ScientificBSX	0.7%	$4m	40,224	Held
Palo Alto NetworksPANW	0.7%	$4m	19,926	Held
Ishares TRSUSC	0.7%	$4m	156,770	Held
Ishares TREAGG	0.7%	$4m	76,527	Held
Ishares TRIXN	0.7%	$4m	34,280	+6%
Ishares TRAGG	0.6%	$3m	30,850	+2%
Ishares TRESGD	0.4%	$2m	22,456	+2%
Morgan StanleyMS	0.4%	$2m	11,597	+4%
BroadcomAVGO	0.4%	$2m	5,937	+3%
Spdr Series TrustSDY	0.4%	$2m	14,212	Held
International Business MachinesIBM	0.4%	$2m	6,666	Held
United Parcel ServiceUPS	0.4%	$2m	18,856	Held
Prudential FinancialPRU	0.3%	$2m	15,940	Held
CorningGLW	0.3%	$2m	20,325	Held
Clearway EnergyCWEN	0.3%	$2m	55,138	Held
PfizerPFE	0.3%	$2m	69,160	Held
AT&TT	0.3%	$2m	67,675	+4%
Hewlett Packard EnterpriseHPE	0.3%	$2m	69,810	+3%
Invesco QQQ TRQQQ	0.3%	$2m	2,633	Held
Texas InstrumentsTXN	0.3%	$2m	9,265	+5%
Crown CastleCCI	0.3%	$2m	17,723	+2%
UnileverUL	0.3%	$2m	24,048	New
ExxonMobil HoldingsXOM	0.3%	$1m	12,284	Held
Ishares TRIVV	0.3%	$1m	1,971	Held
Ishares TRICSH	0.2%	$1m	24,882	+5%
Berkshire HathawayBRK-B	0.2%	$1m	2,381	Held
Vanguard BD Index FDSBND	0.2%	$1m	15,509	Held
Ishares TRDSI	0.2%	$1m	8,322	Held
Ishares TRCRBN	0.2%	$1m	4,553	Held
Philip Morris InternationalPM	0.2%	$996,755	6,214	+47%
AmetekAME	0.2%	$844,140	4,112	-2%
Ishares TRESML	0.2%	$839,704	18,262	Held
Vanguard Star FDSVXUS	0.1%	$778,974	10,326	+18%
Ishares TRGOVT	0.1%	$709,101	30,797	+41%
WalmartWMT	0.1%	$703,651	6,316	-3%
Ishares TREFA	0.1%	$590,566	6,150	+10%
VisaV	0.1%	$582,218	1,660	Held
Ishares TRNYF	0.1%	$565,004	10,559	Held
Bloom EnergyBE	0.1%	$547,233	6,298	Held
Ishares TRITOT	<0.1%	$503,190	3,384	+19%
TeslaTSLA	<0.1%	$474,005	1,054	+49%
Eli LillyLLY	<0.1%	$457,556	426	+52%
Altria GroupMO	<0.1%	$431,512	7,484	Held
IsharesESGE	<0.1%	$425,240	9,627	Held
Proshares TRTQQQ	<0.1%	$406,366	7,708	-8%
SalesforceCRM	<0.1%	$388,929	1,468	+3%
Invesco Exchange Traded FD TRSP	<0.1%	$377,240	1,969	Held
Sun Life FinancialSLF	<0.1%	$351,151	5,627	Held
ChevronCVX	<0.1%	$347,014	2,277	+11%
Fidelity Covington TrustFTEC	<0.1%	$327,865	1,459	+3%
Vanguard BD Index FDSBLV	<0.1%	$324,307	4,665	Held
Coca-ColaKO	<0.1%	$302,104	4,321	-4%
AlphabetGOOGL	<0.1%	$298,758	954	Held
AstrazenecaAZN	<0.1%	$297,878	3,240	-4%
Meta PlatformsMETA	<0.1%	$278,333	422	-3%
NisourceNI	<0.1%	$270,618	6,480	Held
Vanguard Whitehall FDSVYMI	<0.1%	$265,588	2,951	+3%
AbbVieABBV	<0.1%	$263,543	1,153	Held
CitigroupC	<0.1%	$259,799	2,226	Held
General ElectricGE	<0.1%	$239,337	777	Held
Home DepotHD	<0.1%	$226,522	658	-4%
Procter & GamblePG	<0.1%	$219,598	1,532	-8%
Principal Financial GroupPFG	<0.1%	$219,460	2,488	Held

Showing the largest 100 of 106.

Over time and by industry

Value over time

Jun '25

Dec '25

Value is up 11.3% since 30 June 2025.

Where the money is

Technology7.8%

Financial services3.9%

Retail & consumer1.8%

Media & telecom1.4%

Health care1.2%

Industrials0.7%

Everyday goods0.5%

Utilities0.4%

Energy0.3%

Real estate0.3%

Other81.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.